Charles Schwab Corporation shares owned by Semus Wealth Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Semus Wealth Partners
from 13F filings
Historical chart of Semus Wealth Partners investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Semus Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $409k | 4.3k | 95.47 |
| 2025-06-30 | $389k | 4.3k | 91.25 |
| 2025-03-31 | $349k | 4.5k | 78.28 |
| 2024-12-31 | $327k | 4.4k | 74.01 |
| 2024-09-30 | $286k | 4.4k | 64.80 |
| 2024-06-30 | $275k | 3.7k | 73.70 |
| 2024-03-31 | $245k | 3.4k | 72.34 |
| 2023-12-31 | $232k | 3.4k | 68.80 |